$FTNT Fortinet Tape Reports
Per Ticker.id: $FTNT Fortinet Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-05 23:28 UTC.
CrowdStrike showed up in a big way. Palo Alto Networks, Fortinet, all the cybersecurity companies kind of rallied, but it was all informal. And even today, Sean, if we knew a cyberattack was coming, there's no way for the nation to go shields up with coordination. The way you do it is you call the vendors personally and go, hey, you know, we got something new and novel and we need help. I had to protect America from the very tools we had made, you know. So we did it.
Kevin Mandia — The Shawn Ryan Show · #328 Kevin Mandia - The Man Who Exposed China's Military Hackers · 2026-08-06People, you know, there's no way to Unfortunately, you know, for me, for people, it's— when we're talking about duress moments, I hate to say it, and I know you believe this, you have to at least have a family plan for what do we do if the dirty bomb goes off? What do we do if the earthquake hits? What do we do if blank? You know, great idea about technology. I do believe with proper diligence, you can know where your kids are, know where your family is, and do so in a safe way. You can have protocols in place. You can communicate in a safe way. Way. Um, the grid comes down, I don't know how to do that, but you can't really take down the internet in the United States. That's why it was created— survive nuclear war. That's literally how we went from packet, you know, packet switching from circuit switching. Circuit switching was one line, you sever it, no comms. The internet was created literally so we could communicate after nuclear fallout. That was one of its reasons. So you're not shutting down the internet here, and there's ways to have redundancy. Go satellite and, uh, fiber to your house. Have backups. But it's, it's virtually impossible for me to say to any individual, you should prepare to withstand an AI-based attack coming from a modern nation. Um, that's going to fall in the hands of, of the companies to protect us at that point. Okay. Yeah, I— Apple's got to protect us. Google's got to protect us. Amazon and AWS needs to protect us. Microsoft protect us. CrowdStrike, Palo Alto Networks, Fortinet, Cisco. You go through the brands that we all really, like, use for our infrastructure, use for our applications, and say, hey guys, you got to be able to do shields up during conflict. And they know that, you know, they're actually— I would argue they are critical infrastructure. If we think Google Cloud's not critical infrastructure, it is. It's running a lot of businesses. So is AWS, and so is Microsoft's Azure.. So you got to put them in the category of they're critical and they should have— I hate to say it— wartime protocol. What do we do? What about the USG?
Kevin Mandia — The Shawn Ryan Show · #328 Kevin Mandia - The Man Who Exposed China's Military Hackers · 2026-08-06By the way, I have to tell you, I got to do some work on CVS I thought CBS was good, but that Caremark business wasn't so good. So we gotta do some checking. Let's go. It's tough, tough business right now. Let's go to Bill. It matches Bill. Jimmy, nice call with CrowdStrike. We stuck with George Kurtz. That's a winner, huh? Kurtz be the winner. George is a winner. I like him. He's like my Le Mans guy. He does Le Mans, which is the Philadelphia way of saying the malls. The malls. Almost 100% since March, Jim. 100% since March. Imagine that. It's good to be the king. George is the king. It's good to be the king. Hey, as pure spec, what do you think about Rocket Labs? Pure spec? That's the problem. It's a pure spec. I like that Voyager. We had that fellow on last night, Voyager. That's how my dad would always look. How about that fella? Why do you talk like that? What fella? Anyway, I like the Voyager. Let's go to Sharon in— Sharon, my accent. I was in Philadelphia now too many times. I'm back saying, hey, how about Sharon? Sharon in Tennessee. Sharon. Hey Jim, hey, before I die, what's your, what's your opinion on Fortinet? Okay, we just had a little kind of a discussion. Fortinet's good, by the way. We had a little discussion about, uh, Palo Alto and about CrowdStrike. There's room for many, and Fortinet's in there, and they're doing a good job and I like it. Let's go to Angelo in Florida. Angelo! Buongiorno, Jim, how are you today? I got a sinus infection, Frank, and I can't figure out what the hell to do with it. I don't know, I tried all that stuff that everyone tells you, none of it's working. I'm gonna go to the FTC and see what the deal is with all that stuff I took. What do you got? So I'm a very happy club member, but the reason why I'm calling today is that I am a up 30% on the ticker HUBB, Hubble. Ah, Hubble's good. Hubble's a basic, great American company. You gotta hold on to it. Anytime it goes down, I feel the same way about Moody's Manufacturing. It's a twofer there, Hubble and Moody's, Moody's, Moody's.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/5/26 · 2026-08-05Yeah, confirmed. They've obviously in talks with many others, but this is one of the first times where there's a announcement on both sides. This is Fortinet cybersecurity SP6 chip manufactured on Intel's 4 process. Also just in the semi complex, Taiwan Semi reportedly in talks about raising prices by about 10% to cover the rising cost of manufacturing materials. So just shows you some of the bottlenecks and constraints remain in that industry.
Speaker D — Squawk on the Street · CNBC Investing Club: Cramer’s Morning Take on Intel 7/21/26 · 2026-07-21Yeah, for us, I don't know even if we're really playing at this point. Like, you look at the positions that we have that would be considered AI beneficiaries, it's maybe 5% of our portfolio in the long-term growth stock strategy. So it's not something that we're playing all that specifically at this stage and at these valuations. And there's actually, just as a good example, in January we bought a position in Fortinet, which is a cybersecurity company. In January, just 6 months ago, cybersecurity stocks were being lumped in with the rest of software stocks as being at risk of AI disruption. And some of these businesses that normally trade at pretty high valuations had fallen to more reasonable entry points. And so We had bought Fortinet at a little over 20 times free cash flow, and it's now doubled in 6 months because now it's viewed as an AI beneficiary because AI becoming more prominent increases the need for cybersecurity and being able to try and stay at the forefront of what's happening. So those stocks have all taken off. That wasn't even our thesis necessarily that, you know, we expected it to double that quickly, but now it's trading at over 40 times free cash flow, which is about as high as it's traded in the last 6 or 7 years. Yesterday, we cut the position in half and just try to be prudent about— we still like the business long-term, but we'll just take the double that we got in such a short period and remove the cost basis and just keep a small position. That's the sort of moves that we're making when we do end up benefiting rather than thinking that we need to hang on to any outsized gains and just hopefully, it keeps going for us in our favor. Got it. Yeah.
Chance Finucane — Thoughtful Money with Adam Taggart · A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors · 2026-07-16Well, like ServiceNow, Workday. Salesforce, these were much bigger market caps and much more important to the IGV. And now CrowdStrike and Palantir and Palo Alto Networks and Fortinet are way more important than they were. So there are Cloudflare. Like, these are companies where the share prices went up based on what— all right, so the CEO is Arvind Krishna. And these—
Downtown Josh Brown — The Compound and Friends · IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street · 2026-07-14Yeah, it is. I mean I love a good story that someone's pulled the thread on. And this one begins with just a random LinkedIn post from a researcher, Vladimir Bob Diachenko who said hey look, check out this URL, it's got some interesting stuff in there. And I think it was led by the Socrates Threat Research Unit folks and they started to pull this thread and it's almost like every time they looked at it the numbers just got bigger and bigger and bigger. It was like They've then found 250 operational servers which then seemed to be scanning, actively scanning 19,000 devices, part of a broader 80,000 devices. Like the scale gets bigger and bigger. But the truly impressive thing about this is it evolved quite extensively from February when it seemed to be just a bit of a mass scan brute force against a range of services. And then interestingly just before May the they did their pivot into going after Fortinet fortigate firewall devices. But even then the tradecraft improved. It was brute forced and sort of password spraying at first and they got access. They learned how to create a go utility that landed on the firewalls that used the packet sniffer debug features of firewall to harvest credentials going across the wire. And the cherry on top is once the researchers found their actual infrastructure, this is like top grade, like cloud native kind of company setup that you'd expect like even down to neat things like when they spin up a new VM in their cloud environment. It's running Kali Linux of course and it deploys a little remote access trojan so that the admins can actually screen share with the cybercrime actors that are working with them. It's just, it's like this is initial access broking done as a corporate entity and done really, really well from an engineering perspective as well.
James Wilson — Risky Business · Risky Business #843 -- Fortibleed is kinda awesome, actually · 2026-06-24Yeah, yeah, I mean so it really does look like this was the work of a Russian speaking Internet initial access broker. And as you pointed out they wound up dropping sniffers. Love Go. This is exactly what it's for. You know, you're not going to hit into any of those compatibility constraints across a broad array of different Fortinet devices. Well done. And then it would sniff for all sorts of stuff. Netbios, RDP, LDAP, SMTP, POP3, IMAP, FTP, whatever. It would just sit there collecting and sniffing credentials, managing it all at scale. I think it's amazing that it ran as long as it did without anybody kind of noticing. And the funny thing. And Catalan Kimpanu, our colleague, has written this up for Risky Business, the Risky Business News or the Risky Bulletin today, and in his newsletter. And I think the thing that he noticed as well, which is everyone who seems to look at this and write it up seems actually kind of impressed. Right? You gotta, you kind of got to hand it to him, Rob. I mean, you worked doing sort of apex attacker stuff for a while. I mean, you know, I'm guessing you were never allowed to do anything this noisy at nsa, but you got to look at that and just go, okay, you know, you get, you get an attaboy. This is, this is pretty well executed.
Patrick Gray — Risky Business · Risky Business #843 -- Fortibleed is kinda awesome, actually · 2026-06-24